Chopping in semiconductor revenues

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US President Donald Trump (L) is listening to the CEO of Nvidia Jensen Huang at the White Hall Cross Hall during an event on “Investing in America” on April 30, 2025 in Washington, DC.

Andrew Harnik Gety pictures

American markets continue to ride the wave of artificial intelligence, with the nasdaq technology nasdaq closed at the new highlands at all on Friday and other main indexes.

Seismic shifts can be felt from the wave of artificial intelligence everywhere – from Nourish the rise of new billionaires At a standard pace for Specific change of cyberspace Defensive landscapes and how governments are looking for gains from the mutation.

No wonder the semi -conductors that work on artificial intelligence have become an important piece in the Commercial Chess Council. In fact, the United States government is trying to benefit from allowing chips companies to reach the large Chinese market. Wednesday, It is said The CEO of Nvidia Jensen Huang met with US President Donald Trump at the White House and agreed to grant the federal government 15 % of its sales in China. Another chips makerAMD, approved the same deal.

Meanwhile, NVIDIA was busy with allegations from the Chinese government media that the H20 AI chips pose the dangers of national security for China as it is looking to resume sales in the country.

While investors seem to chant the shares of artificial intelligence-NVIDIA has gained more than 1 % on Friday-it is also preparing for a heavy week. On Tuesday, the consumer price index will be in particular, as it may provide clarity on the FBI course.

– Nour Hikhmah MD Ali

What you need to know today

Nafidia refutes the allegations of security risks. Chips I paid on Sunday After an account of the Chinese state broadcaster, CCTV said that its chips are not safe and have a “distance stopping” function.

American stocks publish winning week. On Friday, the Nasdak boat jumped by 0.98 % To a new high record. S&P 500 also gained a few shy points from a new record. General Europe Stoxx 600 index Earn 0.19 %.

NVIDIA and AMD agree to pay 15 % of China’s chips sales to the United States Chips makers will receive export licenses in return, in an unprecedented order with the White House, According to the Financial Times.

The loud luxury makes the return. Advanced brands are Axis to the visible back Trying to attract shoppers while struggling with multiple opposite winds, including commercial tariffs and soft consumer morale.

(Pro) Heavy Week Data Lol Street. The latest consumer price index is scheduled to be released on Tuesday, and the product price index is scheduled to come out on Thursday. Investors also Waiting for other economic data Like retail sales, they establish whether the Federal Reserve will reduce prices in September.

Finally …

Kate Green Getty Images Entertainment | Gety pictures

From lipstick and tears of Labobo to concerts, the direction flourishes.

“Consumer”-the direction of the consumer who covers spending on “daily luxuries” for larger experiences, is a struggle-as people search for a moody batch in times of economic uncertainty.

It is unlikely to dispel the volatility that we are witnessing during the next five years, as the Kantar retail company expects.

“This gives us a strong indication that the administration will continue for at least three to five years,” said Meridith Smith, Cantar director, Canar Director.

Holly Eliaat



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